Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,764 | $134,817-64.6% | $123,973-61.5% | $155,188-69.2% |
| Participation rate | 69.2% | 79.4%-10.2pp | 76.7%-7.4pp | 80.8%-11.6pp |
| Annual return | 23.78% | 515.49%-491.7pp | 388.13%-364.4pp | 148.84%-125.1pp |
| Employer contribution / active EE | $2,026 | $4,425-54.2% | $4,126-50.9% | $4,248-52.3% |
| Participant deferral / active EE | $9,300 | $5,706+63.0% | $5,247+77.2% | $6,531+42.4% |
| Admin fee / account holder | $819 | $13,245-93.8% | $11,799-93.1% | $14,480-94.3% |